J.W. Cole Advisors’s Xylem XYL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Buy	3,170 +58	+2%	+$7.5K	0.01%	998
2025 Q1	$372K	Buy	+3,112	New	+$372K	0.01%	872
2020 Q4	–	Sell	-2,592	Closed	-$218K	–	891
2020 Q3	$218K	Buy	+2,592	New	+$218K	0.02%	648